2023 Form 5500 filing — The Adler Planetarium Defined Contribution Retirement Income Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903104331NAL0018456577001) for The Adler Planetarium Defined Contribution Retirement Income Plan, reported by The Adler Planetarium under EIN 36-6210902 and plan number 003. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,316,255
Participants169
Provider compensation$32.5K3 Schedule C row(s)$32,451
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240903104331NAL0018456577001
Plan sponsor
The Adler Planetarium
EIN
36-6210902
Plan number
003
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$371.7K
Benefits paid / distributions$339.3K
Contributions
Employer$222.2K
Participant$427.1K
Full reported line items
Total assets (EOY)
$6,316,255
Total liabilities (EOY)
$0
Net assets (EOY)
$6,316,255
Employer contributions
$222,234
Participant contributions
$427,104
Total income / additions
$1,663,783
Benefits paid
$339,291
Administrative expenses
$32,451
Total expenses
$371,742
Net increase / (decrease)
$1,292,041
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $20K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $10.9K
  3. 3
    INVESTMENT MGMT · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240903104331NAL0018456577001 cover?
It is the 2023 Form 5500 filing for The Adler Planetarium Defined Contribution Retirement Income Plan, reported by The Adler Planetarium (EIN 36-6210902).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages